Quotamation

What Quotamation does

Quotamation, LLC is a private, Omaha-based SaaS company founded in 2023 that operates a cloud-based insurance rating and client quoting platform for independent insurance agencies in the United States. The platform aggregates quotes from 90+ national and regional carriers — including Allstate, Progressive, Liberty Mutual, Geico, Travelers, and The Hartford — and delivers them through a single interface that supports both home and auto lines. Core technical capabilities include Instant Data Lookup that auto-populates property, driver, and vehicle information, a customizable multi-page quote form builder that can be embedded and white-labeled on agency websites, an integrated prospect management pipeline with drag-and-drop board views, and real-time goal tracking dashboards with team leaderboards.

The product is sold through a three-tier monthly subscription: Goals & Prospects at $99/mo, Rater at $299/mo, and an All Inclusive bundle at $349/mo (the "Most Popular" tier), with a 10% discount for annual billing. Go-to-market combines self-service signup and onboarding (PLG) with a prominent "Schedule Demo" sales motion and inside-sales support via email and phone. Beyond its primary segment of insurance agencies, Quotamation positions itself for banks and credit unions, real estate and mortgage brokers, and insurance brokerages seeking embedded quoting workflows. The company has built integration partnerships with six insurtech platforms (AgencyZoom, Applied Epic, Canopy Connect, EZLynx, Gaya, HawkSoft) and is led by founder Cyrus Jaffery, co-founder Ahmad Jaffery, and CTO Tyler Irons, with a disclosed headcount of 1–10 employees.

Name

Quotamation

Legal name

Quotamation, LLC

Website

https://quotamation.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Quotamation is a cloud-based SaaS platform that lets US insurance agencies aggregate quotes from 90+ carriers, manage prospects, and embed white-labeled quote forms on their own websites via a three-tier subscription.

Ownership category

akta.pro rank

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Licensing: Monthly SaaS subscription with three tiers (Goals & Prospects at $99/mo, Rater at $299/mo, All Inclusive at $349/mo). Annual billing available with 10% discount. Month-to-month term with auto-renewal.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels3 records

Core offering

Quotamation is a cloud-based SaaS platform that enables insurance agencies to retrieve instant home and auto insurance quotes from over 90 national and regional carriers through a single white-labeled interface. The platform bundles multi-carrier rating, automated data lookup, customizable embeddable lead-capture forms, a prospect pipeline manager, and real-time goal/analytics dashboards so agencies can quote, track, and convert business without juggling separate carrier portals or CRM systems.

Product overview

Quotamation is an all-in-one insurance software platform designed for insurance agencies, combining quoting, prospect management, and goal tracking. The core platform is offered through three pricing tiers: the Rater tier ($299/mo) provides essential quoting with 90+ carrier connections and automated data lookup; the Goals & Prospects add-on ($99/mo) enables sales pipeline management and agency performance tracking; and the All Inclusive tier ($349/mo) bundles both. Custom Quote Forms is a feature enabling branded, embeddable lead capture forms. The platform is accessed through standard web browsers and integrates with existing agency management tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Quotamation Insurance Quoting Platform Cloud-based SaaS platform for insurance agencies that combines multi-carrier rating (90+ national and regional carriers), instant data lookup, customizable embeddable quote forms, prospect pipeline management with drag-and-drop status tracking, and real-time goal/analytics dashboards with team leaderboards. Delivered via standard web browsers under monthly or annual subscription tiers ranging from $99 to $349 per month.

Quantifiable outcome

• Less typing, more selling through instant data lookup
• +1 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature5 records

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• AgencyZoom: A sales and CRM platform purpose-built for insurance agencies with pipeline, automation, and performance tracking. Overlaps directly with Quotamation's Goals & Prospects tier and is listed as an integration partner.
• EZLynx: A widely used comparative rating and agency workflow platform owned by RealPage. EZLynx is one of the most established multi-carrier quoting tools for independent insurance agents and directly overlaps Quotamation's core rater offering.
• Tarmika: A comparative rating platform built for independent agents that pulls home, auto, and small commercial quotes from multiple carriers in a single workflow — directly comparable to Quotamation's Rater tier.
• HawkSoft: An independent agency management system that competes for the same insurance agency customer base as Quotamation. HawkSoft has integrated third-party raters and overlaps in agency CRM/prospect workflows.
• Insurance Technologies Corporation (ITC): Provides comparative rating, agency management, and consumer engagement tools for insurance carriers and agents. ITC competes head-on with Quotamation in multi-carrier rating and agency digital workflows.

Emerging players

• Gaya: An insurance distribution platform that works with agencies and carriers to enable embedded insurance experiences. Listed as an integration partner for Quotamation and competing for embedded insurance workflow mindshare.
• Bold Penguin: A commercial insurance exchange and underwriting workflow platform for agents and carriers. While focused on commercial lines, it competes with Quotamation for agency mindshare and embedded quoting workflows.
• Canopy Connect: An insurance data connectivity platform that lets agencies and insurtechs pull customer policy data via API. Canopy Connect is both an integration partner for Quotamation and an emerging player in the same insurtech ecosystem.

Broad incumbents

• Vertafore: A large incumbent provider of agency management, rating, and content solutions to insurance agencies. Vertafore's Comparative Rater and broader AMS suite overlap with Quotamation's quoting and agency workflow positioning.
• Applied Epic: One of the largest agency management systems used by independent agencies. Applied Epic offers an integrated rating module and broader agency workflow tools, making it both an integration partner and a broad incumbent competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/quotamation
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quotamation